Project List Report

Report Module Guide: Project List Report

Module Location

Project > Reports > Project List

Module Objective

The Project List Report module is used to generate a summary report of all projects registered in the system. This report provides a general overview of all projects, their status, the responsible manager, and the related customer.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Project Status:

  • Filter the report by the current project status (e.g., 'Active', 'Completed', 'Canceled').

• Customer Name:

  • Select a specific customer to see all projects related to them, or select 'All'.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Project Status or Customer Name filters that you need.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the project list report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a list of all projects that match your filters.

This report displays important details such as:

• Project Code and Project Name.

• The responsible Project Manager.

• The related Customer Name.

• Start Date and End Date.

• The current Project Status.

Tips & Important Notes

• This report is a recapitulation of the master data created in the Project List module.

• Use this report to get an overview of the company's project portfolio.

• This is a useful report for Top Management and the PMO (Project Management Office) to monitor all ongoing projects.